Nationwide Bailard International Equities’ management team has much experience and a willingness to be flexible, but the amount of adjustment that's been needed (with more to come), the strategy's limited analyst support, and a subpar record result in Morningstar Analyst Ratings of Neutral for all share classes.
Will NWHKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NWHKX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NWHKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NWHKX’s parent organization’s priorities and whether they’re in line with investors’ interests.